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Thursday, May 16, 2024 Live Webcast

Selling to Target Accounts to Close More "A" Clients (X2-44546)

11:00 AM - 1:00 PM EDT
webcast

Vendor Platform

2 CPE Credits in MT

OVERVIEW

Whether you have a pipeline full of opportunities or need to generate more prospective clients, you want to ensure that your team is focused on closing the ideal (or close to ideal) target clients instead of opportunistically closing engagements that use resources but aren't best for the firm. We'll explore ideas to help you be more strategic in your business development efforts and engage in target account selling activities.

DESIGNED FOR

All team members involved in selling, cross selling, or marketing to clients. Partners, Directors, Managers, and Marketing professionals.

BENEFITS

After attending this presentation, you will be able to...

  • Identify (or reconfirm) your ideal target client - or sweet spot - for your firm's most important service lines and initiatives
  • Distinguish the role of client relationship managers and their objectives in the target account selling process
  • Recognize how to use LinkedIn to support your target account selling and business development activities
  • Formulate how to effectively manage the target account sales pipeline process to support your team and increase their sales success

HIGHLIGHTS

The major topics that will be covered in this course include:

  • List 6 characteristics to identify in your ideal target client
  • Recognize the 4 selfish interests that appeal to your ideal target clients

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

PRICING

$79.00 - Member

$99.00 - Nonmember

Register Today


Note: Online pre-registration will close on May 16 at 10:30 AM.

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COURSE DEVELOPER

CPA Crossings